Financial Planning
A living financial plan that adapts as your life does — you choose what you need, and we build a plan around your specific situation, grounded in biblical stewardship principles.
Our Philosophy
You're in Control of Your Plan
We believe a financial plan should be living, breathing, and changing as you do. With our financial planning services, you choose and pay for only what you need. We generate a proposal that fits your specific situation — the control is in your hands, with an experienced advisor guiding you through the many changes of life.
Whether you need help with a single area like retirement projections or a comprehensive multi-topic plan, we tailor everything to your situation.
Planning Services
Choose What You Need
Select one or more areas and we'll build a customized proposal. Each service includes access to your personal online financial planning portal for one year.
Retirement Planning
Comprehensive retirement income projections, accumulation strategies, and distribution planning for every stage.
Social Security Planning
In-depth analysis of all Social Security benefits and optimal claiming strategies based on your complete financial picture.
Company Retirement Plan Review
Evaluate your 401(k)/403(b) investment choices, expenses, contribution levels, and employer match optimization.
Values-Based Investment Planning
Align your portfolio with biblical principles through our Biblically Responsible Investing screening framework.
Investment Risk Assessment
Technology-driven analysis that identifies your acceptable risk and reward levels to align your portfolio with your goals.
Tax Planning
Proactive review of all income sources to structure them for minimum tax impact annually.
Education Funding
Evaluate 529 plans, Coverdell accounts, Roth IRAs, and other strategies to fund education goals.
Insurance Planning
Determine appropriate coverage levels by evaluating assets, liabilities, income replacement needs, and family situation.
Estate Planning Coordination
Prepare for and coordinate with your attorney to properly structure the transfer of all your assets.
Long-Term Care Planning
In-depth analysis of potential long-term care costs and how they can be funded from existing assets and income.
Real Estate Analysis
Determine the true net return of investment real estate after all expenses to evaluate whether to hold or sell.
Major Purchase Planning
Understand the true long-term cost of major purchases and how they impact your overall financial trajectory.
Ready to Steward Your Resources with Confidence?
Schedule a complimentary consultation to learn how we can help you align your finances with your faith.